Purchases and Sales Made in Q3 2023 in Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC) during Q3 2023. The information is specifically focused on institutions that hold shares of Preferred Bank.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.16K+ 29.88% |
$63.8K - $77.4K
|
5.02K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1K+ 13.18% |
$55.5K - $67.2K
|
8.62K
$736K
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1KNew |
$55.2K - $67K
|
1K
$85.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
990+ 4.1% |
$54.7K - $66.3K
|
25.2K
$2.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
976+ 21.06% |
$53.9K - $65.4K
|
5.61K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
970+ 13.38% |
$53.6K - $65K
|
8.22K
$701K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
965+ 11.84% |
$53.3K - $64.6K
|
9.12K
$778K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
812+ 4.02% |
$44.9K - $54.4K
|
21K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
801+ 7.75% |
$44.2K - $53.6K
|
11.1K
$950K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
587New |
$32.4K - $39.3K
|
587
$50.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
529New |
$29.2K - $35.4K
|
529
$45.1K
|
|
|
Nov 14, 2023
Q3 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
500+ 0.04% |
$27.6K - $33.5K
|
1.35M
$115M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
455New |
$25.1K - $30.5K
|
455
$38.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
423+ 5.05% |
$23.4K - $28.3K
|
8.8K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
396+ 1.74% |
$21.9K - $26.5K
|
23.2K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
387+ 25.51% |
$21.4K - $25.9K
|
1.9K
$162K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
377+ 19.97% |
$20.8K - $25.2K
|
2.27K
$193K
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
306+ 6.0% |
$16.9K - $20.5K
|
5.41K
$461K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
302New |
$16.7K - $20.2K
|
302
$25.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
270+ 2.29% |
$14.9K - $18.1K
|
12K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
250+ 23.13% |
$13.8K - $16.7K
|
1.33K
$114K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
200+ 2.88% |
$11K - $13.4K
|
7.15K
$610K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
165New |
$9.11K - $11.1K
|
165
$14.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
153+ 0.69% |
$8.45K - $10.2K
|
22.4K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
151+ 2.1% |
$8.34K - $10.1K
|
7.34K
$626K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
129New |
$7.13K - $8.64K
|
129
$11K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
126New |
$6.96K - $8.44K
|
126
$10.8K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94New |
$5.19K - $6.3K
|
94
$8.02K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
94+ 18.29% |
$5.19K - $6.3K
|
608
$51.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
73+ 12.48% |
$4.03K - $4.89K
|
658
$56.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
71+ 1.67% |
$3.92K - $4.75K
|
4.32K
$369K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
61New |
$3.37K - $4.09K
|
61
$5.21K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
20+ 0.53% |
$1.1K - $1.34K
|
3.82K
$326K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 9.29% |
$718 - $871
|
153
$13.1K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 1.91% |
$718 - $871
|
693
$59.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
11New |
$608 - $737
|
11
$939
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$442 - $536
|
8
$683
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6New |
$331 - $402
|
6
$512
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.14% |
$110 - $134
|
1.42K
$121K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$110 - $134
|
2
$171
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5- 1.42% |
$276 - $335
|
346
$29.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-7- 0.18% |
$387 - $469
|
3.87K
$330K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9Closed |
$497 - $603
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 83.33% |
$829 - $1K
|
3
$256
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 55.81% |
$1.33K - $1.61K
|
19
$1.62K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-25- 0.48% |
$1.38K - $1.67K
|
5.14K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-48- 2.03% |
$2.65K - $3.21K
|
2.32K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-54- 1.29% |
$2.98K - $3.62K
|
4.15K
$354K
|